Bradley Bosi is a financial advisor at Thrivent Investment Management in Memphis, TN, with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at Thrivent Financial since 2019. Prior to this, he held positions at Mallory Alexander International Logistics, Vanguard Soap LLC, and ALSAC / St. Jude. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, business continuation, divorce, and special needs planning. The firm combines holistic, goal-based analyses with managed-account options while keeping planning and asset management services separate.

John Mclaughlin is a financial advisor at Raymond James Financial with 16 years of industry experience. He held a position at B. Riley Wealth Management for 15 years prior to joining Raymond James in 2024. He holds the Series 63 and Series 65 designations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and includes specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Richard Scharff is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Krista Leonard is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through public finance and institutional consulting capabilities.

Howard West is a financial advisor at Mass Mutual Investors Services with a Series 66 designation. He has recently entered the industry, beginning his advisory role in 2025. Prior to his current position, his background includes roles in education and hospitality, including work with Mississippi State University and Sandestin Beach and Golf Resort. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools to provide collaborative, goal-oriented recommendations.

Phillip Rogers Jr. is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2017, following two years at Wunderlich Securities, Inc. He is based in Memphis, TN. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

William Butler is a financial advisor at Raymond James & Associates in Memphis, TN, with 25 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its retail advisory services.

Riley Reynolds is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at U.S. Bancorp Investments and U.S. Bank. He is also Co-President of Parker Strong for Suicide Prevention and Education, where he helps plan events and delivers speeches on suicide prevention. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics and offering both brokerage and advisory solutions.

David Haddad is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 1996. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, with a focus on tailored financial plans and asset allocation analyses.

Anthony Rowland is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he serves as Treasurer for the Mighty River Gobblers Chapter of the National Wild Turkey Federation, a nonprofit organization. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, emphasizing both retail and institutional advisory solutions.

Jordan Domin is a financial advisor at Raymond James & Associates in Memphis, TN, with six years of industry experience. He holds a Series 66 designation and has worked at various Raymond James entities since 2021, following a year at Ameriprise and prior roles at the YMCA of Memphis and the Mid-South and YMCA Blue Ridge Assembly. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

John Hammons III is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to individuals, including high-net-worth clients, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships and has capabilities in public finance and municipal services alongside its retail advisory offerings.

Christopher Mcgill is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

John Jenkins is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for a family-related account. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Wilder is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president and board member of the Destin Beach Club Condo Owners Association in Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Merkel is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Keller Williams, Kingswood Capital Partners, and Trinity Capital Management. Outside of her advisory role, she maintains an active real estate license and occasionally assists friends and family with real estate transactions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Alexander Logue is a financial advisor at OSAIC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Securities America Advisors and Investacorp, Inc. In addition to his advisory role, he has experience as a tax preparer with Cornerstone Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes, providing both discretionary and non-discretionary account management.

Daniel Brown is a financial professional with Cetera, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Fidelity Investments and is also associated with Shoemaker Financial, where he assists with portfolio construction and supports advisors and clients. Outside of finance, he has been involved with the YMCA of Memphis & the Mid-South in several roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Barbara Baldwin is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Advisors since 1984 and with Primerica Financial Services since 1991. In addition to her advisory role, she is involved in sales of home-related products and services through affiliated companies and owns Laird Baldwin & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and operates under a tiered wrap fee structure.

Nathan Pera V is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 13 years of industry experience, including prior work at FTB Advisors, Inc. Nathan is also president of NMDC Holdings, LLC, a real estate holding company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations with financial planning, asset management, and educational programs.